Refined Wealth Management

Refined Wealth Management as of March 31, 2023

Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 25 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 15.5 $18M 358k 48.92
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 14.9 $17M 303k 55.74
Vanguard World Esg Intl Stk Etf (VSGX) 11.6 $13M 251k 52.36
Ssga Active Etf Tr Blackstone Senr (SRLN) 7.4 $8.3M 201k 41.46
Ishares Tr 20 Yr Tr Bd Etf (TLT) 7.1 $8.1M 76k 106.37
Chevron Corporation (CVX) 6.9 $7.8M 48k 163.16
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 6.4 $7.3M 91k 79.72
Spdr Gold Tr Gold Shs (GLD) 5.5 $6.2M 34k 183.22
Amazon (AMZN) 4.8 $5.4M 52k 103.29
Wisdomtree Tr Em Ex St-owned (XSOE) 3.6 $4.1M 148k 27.84
Coinbase Global Com Cl A (COIN) 3.3 $3.7M 55k 67.57
Overstock (BYON) 2.9 $3.3M 164k 20.27
Marathon Petroleum Corp (MPC) 2.4 $2.7M 20k 134.83
Apple (AAPL) 1.8 $2.0M 12k 164.90
Invesco Exch Traded Fd Tr Ii Dwa Dev Mkts (PIZ) 1.8 $2.0M 67k 29.96
First Tr Exchange-traded First Tr Enh New (FTSM) 1.0 $1.1M 18k 59.51
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $1.0M 5.0k 210.93
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.0M 5.4k 189.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $530k 1.4k 376.07
Union Pacific Corporation (UNP) 0.4 $463k 2.3k 201.25
Enovix Corp (ENVX) 0.2 $282k 19k 14.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $218k 706.00 308.77
Nexgen Energy (NXE) 0.0 $42k 11k 3.83
Denison Mines Corp (DNN) 0.0 $12k 11k 1.09
Ur-energy (URG) 0.0 $11k 11k 1.06